Ifa Administrator

A Financial Planning firm based in Leatherhead specialising in advising on Pensions, Investments, Inheritance Tax planning and Wealth Management is looking for an ambitious individual to join. They are looking for an IFA Administrator to work one-on-one with the Adviser (Director) and trainee IFA. They are ideally looking for someone keen to join a small...

**plus full study, great team environment** My Client is an award-winning Chartered IFA practice based in the Leatherhead area where due to their success to date are creating a new role for an experienced IFA Administrator to take on Junior Paraplanning responsibilities **Opportunity Highlights** - Excellent path for your personal development - Full...

**Job Title: Mortgage Administrator** **Location: Surrey** **Salary: £25,000 - £30,000** **The Company**: We are working on a brand-new position with a standout IFA Practice in Surrey who are searching to add an additional member to the Mortgage department helping with the provision of Mortgage Advice to valued clients. The current team is friendly,...

Junior Paraplanner £38 - £40k Leatherhead (WORK FROM HOME 3 DAYS PER WEEK ) Are you an experienced IFA administrator looking for progression in to a Paraplanner seeking a stable yet fun working environment? Award winning, Chartered IFA Firm are looking for a Junior Paraplanner who is studying the RO exams. Financial Divisions are working with this...

About the CompanyOur client is a boutique Chartered IFA firm based in Leatherhead/Epsom, Surrey. They offer whole of market financial advice to high net worth individuals and families across Surrey, Sussex, Kent, and London.The business places exceptional client service and satisfaction at the top of their priorities with a very high rate of client...

Client facing IFA Administrator/Junior Paraplanner £30k - £38k + benefits package Boutique Chartered IFA firm - Leatherhead/Epsom (Surrey)My client are a Chartered independent wealth planning firm in Epsom Leatherhead who I have placed 2 staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners...

Become a key member of our team as a HNW Case Manager and take advantage of this exciting opportunity to work with a prestigious boutique Chartered IFA firm.In this role, you will be responsible for managing a portfolio of high net worth clients, providing expert advice on investments, pensions, tax planning, and other financial matters.With a competitive...

Are you a skilled and experienced financial professional looking for a new challenge? We are seeking a Chartered Financial Consultant to join our team and contribute to the growth and success of our boutique Chartered IFA firm.In this role, you will be responsible for providing expert financial advice to high net worth individuals, businesses, and families,...

Role OverviewThe position of Financial Planner has become available within the esteemed Financial Divisions, a leading boutique Chartered IFA firm. This servicing role entails managing an existing book of business from the CEO, comprising clients with assets ranging from £600k to £8m.Servicing 80-100 high-net-worth (HNW) individuals, you will leverage your...

An established IFA firm are seeking to expand their existing wealth planning offering with an opportunity for a new trainee to join their thriving team in Surrey. **This is an excellent opportunity to join a firm that can offer you a comprehensive in-house training programme to become an FCA authorised financial adviser.** You will be working with a team...

Job Description Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per case Manage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a...

Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per case Manage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2...

Our client, a prestigious wealth management practice based in Surrey is looking for an outstanding Client Service Assistant who has the diligence to become a value member of a client focused financial planning firm. - Working with the Client Service team - Administering new client pensions, investment and risk contracts - Servicing existing client...

Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per case Manage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member...

Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....

Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....

Job Description Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per case Manage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met...

Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....

Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....

**£30,500 - £32,500 per annum** **Summary of Role** Working within the Growth and Development team, the post holder will be the primary point of contact for all customer enquiries relating to shared ownership and leasehold homes including service charges queries, leaseholder rights and responsibilities, and providing help and information. The post holder...